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| Provider | Service type | Compensation |
|---|---|---|
LARRY MAGARIK, ESQ1+ years Filed as: LARRY MAGARIK, ESQ. Service code 20 · EIN 46-4963823 | Direct payment from the plan; Trustee... | $42,123 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $38,673 |
COMPREHENSIVE FINANCIAL PLANNING1+ years Filed as: COMPREHENSIVE CONSULTING GROUP Service code 13 1800 WALT WHITMAN ROAD · MELVILLE, NY 11747 | Contract Administrator | $22,800 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING Service code 11 · EIN 26-3842522 | Actuarial | $14,719 |
KARDAN ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 22-3477324 | Actuarial | $10,150 |
COHEN & STEERS1+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $5,250 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $233,278-100.0% | $379,314-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.6%-37.6pp | 17.4%-17.4pp | 46.4%-46.4pp |
| Annual return | 0.25% | -2.89%+3.1pp | -2.18%+2.4pp | -82.66%+82.9pp |
| Employer contribution / active EE | $5,904 | $50,326-88.3% | $38,751-84.8% | $43,771-86.5% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |